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3 steps to market your accounting firm

Accounting Insight

If growth is on the agenda for your accounting firm, then marketing is going to help. Before you get started with creating content and posting on social media, you need to work through a few simple planning steps first. Skip this, and you risk your marketing lacking focus and results. SEO People aren’t going to find your website by accident.

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Mastercard Grows Partnership With B2B FinTech ANNA Money

PYMNTS

The company combines a Mastercard debit card, mobile business account and virtual assistant into one offering, which is designed for freelancers, small businesses and startups. ANNA Money and Mastercard have broadened their partnership to help ANNA’s customers through “value-added services,” according to a Tuesday (Aug.

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Penta Offers Digital Accounting, Receipt Services

PYMNTS

Customers of digital business banking platform Penta will now have the option to manage accounting and receipts digitally as the company partners with Germany-based DATEV Marketplace , a company news release stated.

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Ember Launches Solution To Streamline B2B Finance Functions

PYMNTS

For instance, the program can link all necessary bank accounts for a company so that transactions appear in one localized feed. Ember also automates the classification of expenses to provide users with a transparent picture of how much they owe in taxes without having to do continuous updates.

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Tax Planning for Retirement Income: Implementing the Bucket Strategy

CTP

They will need to be aware of the difference between short-term capital gains (taxed at ordinary income tax rates) versus long-term capital gains (taxed at lower capital gains tax rates). These accounts can be the reason a taxpayer’s tax rate spikes during retirement if they did not effectively plan for the tax deferrals.

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Data, Business Intelligence And Security Lead B2B Funding

PYMNTS

This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5 Focused on mitigating third-party risk for B2B buyers and suppliers, Utah-based Whistic recently announced a $12 million Series A investment round, FinNSMEs reported.

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Corporate Treasurers, Treading Carefully Amid Regulatory Landmines

PYMNTS

Through portals, such as those that show gains and losses, tax implications of portfolio management can be pinpointed, mulled, executed and tracked, especially as concerns the IRS and U.S. Treasury proposed Simplified Tax Accounting Method for VNAV funds.